- Overview
- Installation and setup
- Getting started
- Trust and compliance
- Governance
- Features
- Delegate for Testing
- Reference
- Troubleshooting
- Backup and restore
Install and update
Install Delegate through the shared Studio, Assistant, and Robot installer, and set up your UiPath account to get started.
Delegate installs through the same package that installs UiPath Assistant, and it appears as a component you select during that install.
Prerequisites
Account requirements
Your organization administrator controls all of the following. Confirm you have each one, and ask your administrator to set up anything that's missing.
- You're a member of the organization.
- You have a role at tenant level.
- You have Personal Automation enabled.
- You have a user license assigned. See Usage pool consumption for the license-tier sizing.
Machine requirements
- A machine that meets the hardware and software requirements.
- Internet connection
Organization requirements
- Your organization has User License Management enabled.
Installing Delegate on Windows
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Download the Delegate installer:
- Enterprise LTS releases — Download Delegate
Note:The LTS release includes every feature released to STS up to that version, on a slower, more stable update cadence.
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Run the installer.
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Select Assistant from the list of components. Robot and Extensions are selected automatically along with it.
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Accept the terms in the License Agreement.
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Optionally, use Advanced configuration to customize the install.
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Select Install, and wait for the installation to complete.
Connecting your organization
To connect to your organization, go to Assistant > Preferences > Orchestrator connection:
- Sign in to your organization with your UiPath account.
- Select your tenant. If you have access to multiple tenants, choose the one you want to use.
- Check your connection status. Once you are connected and licensed, Delegate appears as an option in the title bar switcher, ready to use.
- Switch profiles. The title bar shows a switcher next to the UiPath logo — Assistant and Delegate — so you can move between them.
To switch between organizations or tenants, use the Assistant user profile.
Updating
Delegate updates periodically, so there's no need to restart Delegate after an update completes.
Your organization controls the update schedule and your administrator can edit the auto-update policy from Orchestrator > Policy configuration levels.
To check which version you're on, go to Settings > General > About.
Moving from the Preview installer to the GA installer
Refer to Moving from the Preview installer to the GA installer for migration steps, what carries over, and licensing changes.
Next steps
Continue to Local security configuration to set Approval mode, Screen context, and Execution mode, and work through the rest of the local security checklist.
Optionally, see Settings reference for the full list of configurable settings.